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Lodestone Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lodestone Wealth Management LLC
报告期 2026-03-31 · CIK 0001950158
持仓数
781
前50大市值合计
$163.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 64
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPG
SIMON PPTY GROUP INC NEW
+$2.3M
30,803
+95%
减持
MSFT
MICROSOFT CORP
+$1.6M
13,942
-1%
增持
BAC
BANK AMERICA CORP
+$1.5M
84,008
+44%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NVDA
NVIDIA CORPORATION
+$1.3M
24,463
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$984.3K
6,477
-16%
建仓
FANG
DIAMONDBACK ENERGY INC
+$980.4K
7,135
增持
AMZN
AMAZON COM INC
+$816.5K
12,785
+22%
减持
AAPL
APPLE INC
-$667.1K
32,973
-1%
增持
CVE
CENOVUS ENERGY INC
+$662.5K
110,178
+83%
建仓
UNH
UNITEDHEALTH GROUP INC
+$658.7K
2,111
增持
META
META PLATFORMS INC
+$594.0K
3,482
+2%
增持
ORCL
ORACLE CORP
+$518.6K
5,324
+15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$491.7K
120,179
+1%
增持
AMGN
AMGEN INC
-$398.3K
13,304
+1%
减持
OXY
OCCIDENTAL PETE CORP
-$398.1K
40,372
-5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$393.1K
111,116
+4%
减持
GOOG
ALPHABET INC
+$385.8K
20,569
-2%
清仓
SIRI
SIRIUSXM HOLDINGS INC
-$358.0K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$354.0K
8,138
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$352.9K
57,071
+0%
增持
VTI
VANGUARD INDEX FDS
+$319.7K
10,660
+0%
增持
MRK
MERCK & CO INC
-$314.3K
31,925
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$307.3K
47,447
-0%
减持
DVN
DEVON ENERGY CORP NEW
-$283.5K
22,072
-16%
建仓
USAI
PACER FDS TR
+$276.3K
6,786
建仓
AVGO
BROADCOM INC
+$262.3K
952
增持
DFAE
DIMENSIONAL ETF TRUST
+$259.0K
82,994
+0%
建仓
SUB
ISHARES TR
+$255.0K
2,398
增持
DFAI
DIMENSIONAL ETF TRUST
+$252.1K
69,436
+1%
建仓
MELI
MERCADOLIBRE INC
+$250.9K
96
建仓
VTES
VANGUARD WELLINGTON FD
+$247.3K
2,450
建仓
VTEB
VANGUARD MUN BD FDS
+$242.7K
4,950
增持
CVX
CHEVRON CORP NEW
-$237.6K
11,257
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.4K
3,771
+1%
建仓
—
NVENT ELECTRIC PLC
+$233.5K
3,188
减持
COP
CONOCOPHILLIPS
-$231.6K
13,501
-2%
减持
MTUM
ISHARES TR
+$231.1K
6,591
-2%
清仓
UHAL
U HAUL HOLDING COMPANY
-$230.4K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$228.5K
1,255
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$220.1K
60,558
+0%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$220.0K
5,194
清仓
MRP
MILLROSE PPTYS INC
-$214.9K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$213.3K
661
清仓
UPS
UNITED PARCEL SERVICE INC
-$208.4K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$208.4K
2,234
建仓
HON
HONEYWELL INTL INC
+$208.4K
895
减持
OVV
OVINTIV INC
-$207.1K
30,378
-5%
建仓
KKR
KKR & CO INC
+$206.7K
1,554
建仓
SNOW
SNOWFLAKE INC
+$203.0K
907
增持
TSLA
TESLA INC
+$202.8K
2,258
+14%
建仓
MU
MICRON TECHNOLOGY INC
+$202.1K
1,640
建仓
FTEC
FIDELITY COVINGTON TRUST
+$202.0K
1,024
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$201.3K
26,214
+4%
减持
CSCO
CISCO SYS INC
+$201.0K
34,465
-3%
建仓
SDY
SPDR SERIES TRUST
+$201.0K
1,481
减持
CALF
PACER FDS TR
-$190.0K
24,725
-21%
增持
NET
CLOUDFLARE INC
+$189.2K
2,015
+11%
增持
APA
APA CORPORATION
-$181.6K
76,166
+2%
增持
TGT
TARGET CORP
+$174.8K
12,291
+24%
增持
LRCX
LAM RESEARCH CORP
+$170.6K
4,182
+29%
增持
BX
BLACKSTONE INC
+$166.4K
13,121
+2%
减持
GOOGL
ALPHABET INC
+$159.6K
8,554
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$154.8K
11,723
+0%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$151.2K
17,645
+29%
减持
DFIV
DIMENSIONAL ETF TRUST
+$151.0K
45,487
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$149.3K
22,732
+12%
减持
DFEM
DIMENSIONAL ETF TRUST
+$149.3K
48,855
-1%
增持
QCOM
QUALCOMM INC
+$146.1K
13,503
+3%
减持
EBAY
EBAY INC.
+$141.5K
21,911
-0%
减持
JNJ
JOHNSON & JOHNSON
-$135.5K
6,080
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$125.9K
2,525
+2%
增持
MAC
MACERICH CO
-$120.8K
124,663
+0%
减持
ULTA
ULTA BEAUTY INC
+$119.1K
1,205
-1%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$111.8K
12,737
+24%
增持
—
ASML HOLDING N V
+$110.1K
387
+28%
减持
MCD
MCDONALDS CORP
-$107.2K
2,298
-8%
减持
BA
BOEING CO
+$105.2K
2,923
-2%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$104.8K
12,514
+23%
减持
AXP
AMERICAN EXPRESS CO
-$104.2K
9,428
-18%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$103.7K
7,111
+30%
减持
PCAR
PACCAR INC
-$102.6K
14,711
-5%
减持
—
EXXON MOBIL CORP
-$100.0K
8,303
-1%
增持
VOT
VANGUARD INDEX FDS
+$97.0K
1,295
+17%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$96.3K
12,546
+30%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$92.7K
168,654
-3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$88.7K
4,872
+4%
减持
DIS
DISNEY WALT CO
+$88.3K
3,568
-1%
增持
ANET
ARISTA NETWORKS INC
+$87.2K
3,147
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$84.0K
40,634
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$81.7K
47,977
-4%
减持
VTV
VANGUARD INDEX FDS
+$80.4K
24,546
-0%
减持
BND
VANGUARD BD INDEX FDS
-$77.5K
14,018
-7%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$74.8K
4,360
-1%
增持
WAL
WESTERN ALLIANCE BANCORP
+$73.2K
8,698
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$71.9K
901
+4%
减持
DHI
D R HORTON INC
-$71.3K
15,181
-1%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$71.2K
220,201
-2%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
+$67.2K
21,848
-3%
增持
LEN
LENNAR CORP
-$66.8K
17,224
+0%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$64.1K
2,064
+17%
增持
VGT
VANGUARD WORLD FD
+$62.3K
483
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$62.3K
2,349
-11%
增持
DFAT
DIMENSIONAL ETF TRUST
+$60.4K
16,942
+2%
减持
LLY
ELI LILLY & CO
-$59.6K
315
-15%
增持
CACC
CREDIT ACCEP CORP MICH
+$58.5K
1,322
+11%
减持
KMB
KIMBERLY-CLARK CORP
-$57.7K
2,010
-10%
减持
V
VISA INC
-$56.2K
5,884
-4%
减持
VOO
VANGUARD INDEX FDS
+$55.1K
1,057
-0%
增持
IVV
ISHARES TR
+$53.6K
889
+0%
增持
MCK
MCKESSON CORP
+$52.9K
797
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$45.9K
24,326
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$45.7K
13,317
-8%
减持
GLD
SPDR GOLD TR
+$44.7K
3,300
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$44.3K
3,843
+12%
增持
VBR
VANGUARD INDEX FDS
+$44.1K
2,446
+5%
增持
MTB
M & T BK CORP
+$43.7K
2,990
+3%
减持
WMT
WALMART INC
+$41.5K
6,437
-4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$40.9K
75,951
+1%
减持
BILZ
PIMCO ETF TR
-$40.2K
4,796
-8%
减持
DGS
WISDOMTREE TR
+$39.2K
15,176
-8%
减持
COWZ
PACER FDS TR
-$35.6K
64,506
-2%
减持
EFV
ISHARES TR
+$34.4K
9,068
-1%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$33.1K
12,927
+0%
减持
IMTM
ISHARES TR
+$31.1K
6,255
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$30.4K
11,018
+18%
减持
WEC
WEC ENERGY GROUP INC
-$27.1K
2,760
-4%
增持
XLF
SELECT SECTOR SPDR TR
+$26.3K
9,899
+0%
减持
USMV
ISHARES TR
-$25.9K
2,224
-11%
减持
FTNT
FORTINET INC
+$24.8K
3,505
-2%
增持
FDX
FEDEX CORP
-$24.6K
1,634
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$23.8K
3,977
+9%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$22.7K
2,925
-7%
减持
MA
MASTERCARD INCORPORATED
-$22.3K
748
-7%
减持
JPM
JPMORGAN CHASE & CO.
-$22.3K
14,881
-16%
减持
PG
PROCTER AND GAMBLE CO
-$21.9K
1,068
-35%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
+$20.3K
5,676
-0%
减持
TM
TOYOTA MOTOR CORP
-$18.9K
2,533
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$18.5K
2,086
+0%
减持
—
ACCENTURE PLC IRELAND
-$18.3K
1,143
-1%
减持
DPZ
DOMINOS PIZZA INC
-$15.5K
564
-4%
减持
HD
HOME DEPOT INC
-$15.1K
4,298
-1%
减持
VNQ
VANGUARD INDEX FDS
-$15.0K
2,297
-5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$13.3K
129,821
-0%
增持
ALL
ALLSTATE CORP
+$11.5K
1,242
+8%
增持
AFL
AFLAC INC
-$10.5K
2,048
+1%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$10.3K
13,414
+1%
减持
TAXF
AMERICAN CENTY ETF TR
-$10.2K
10,490
-1%
增持
INTC
INTEL CORP
+$9.7K
15,524
+4%
增持
T
AT&T INC
+$9.6K
11,779
+1%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$9.4K
87,073
-0%
